Is Tesla Theranos?

This article is Part 10 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Q3 2019 hedge fund letters, conferences and more Blomst / Pixabay Tesla bears – a lot of them are people I respect; some of them are my dear friends...

Are Electric Cars Good for the Environment?

This article is Part 5 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Q3 2019 hedge fund letters, conferences and more Pexels / Pixabay My wife loves driving the Model 3, not for all the selfish reasons I like to drive it...

Why We Sold Softbank

“Ideas become part of who we are. People get invested in their ideas, especially if they get invested publicly and identify with their ideas. So there are many forces against changing your mind. Flip-flopping is a bad word to people. It shouldn’t be. Within sciences, people who give up...

Tesla, Elon Musk and the EV Revolution

“The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function.” - F. Scott Fitzgerald Q2 hedge fund letters, conference, scoops etc Blomst / Pixabay You really don’t know the company until you buy the stock....

These Simple Tips Can Make You A Better Investor

The stock market is not your friend. Instead, the market awakens a dangerous emotion — fear. Often we are too fearful to invest in stocks, or, having taken the plunge, we become convinced that we are invincible, that our risk tolerance is limitless. Q2 hedge fund letters, conference, scoops etc mohamed_hassan...

The Subtle Nuances Of Softbank

It seems that Softbank stock has been hated and misunderstood every day we’ve owned it – until recently, when Eric Savitz at Barron’s wrote a front-page story that could not have made a better, clearer case for the stock (link to the story). Eric made many points that I’ve made...

Was The Uber IPO A Success?

It depends on who you ask. If you listen to the media, it was a failure. A successful initial public offering has to feel like July 4th fireworks. The stock opens 30% above the set IPO price and then finishes the day up 100%. That’s a newsworthy IPO that...

Should You Invest In Marijuana Stocks?

Vitaliy Katsenelson on investing in marijuana stocks. Q2 hedge fund letters, conference, scoops etc 7raysmarketing / Pixabay Listen on: iTunes | Google Podcasts | Online Question: What do you think about investing in marijuana stocks? We have a great front-row view of this industry, as Colorado was one of the earlier states to legalize marijuana. We think making money...

The VC Bubble Is Putting Established Companies At Risk

This article was originally published in Barron’s magazine. Q1 hedge fund letters, conference, scoops etc Free-Photos / Pixabay Markets are buoyant this week on the Fed’s hints of potential rate cuts. But interest rates have been low for more than a decade already and there are downsides to persistently low interest rates:...

Is Value Investing Dead?

Question: According to many market commentators, value investing doesn’t work the way it used to, and some tout statistics that growth has outperformed value over the last decade. How do you rebut that view? Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Answer: There are two answers to that question....

Letter To A Young Investor

Recently my firm was hiring a junior analyst – someone who’d work directly with me. In the past we’d post an advertisement and get hundreds of resumes and we’d have to dig through them trying to identify a candidate with the right pedigree and relevant experience. Q1 hedge fund letters,...

Stock Investors: You Have Nothing To Fear But Fear Itself

This article is Part 1 of a 3-part series discussing how investors can avoid acting irrationally. Read Part 2 and Part 3. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay The stock market is not your friend. You want to approach it the same way the American president should approach a one-on-one meeting...

Mature Company Stocks Are Not Bonds

Like many professional investors, I love companies that pay dividends. Dividends bring tangible and intangible benefits: Over the last hundred years, half of total stock returns came from dividends. Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay In a world where earnings often represent the creative output of CFOs’ imaginations,...

Vitaliy Katsenelson: Beats & Misses, Seen & Unseen

Wall Street glorifies companies that beat quarterly estimates by arguing that the long term comprises a lot of short terms. But beating earnings estimates for a few consecutive quarters doesn’t necessarily lead to long-term greatness. It assumes that significant changes to the business are visible in the reported numbers. Q3...

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